Filed April 30, 2001 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT LLC Service code 28 · EIN 30-0282430 | Investment Management | $572,183 |
Filed as: FIDELITY INVEST INST OPERATIONS Service code 15 · EIN 04-2647786 | Recordkeeping | $293,457 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $275,490 |
SEYFARTH SHAW LLP6 years Service code 29 · EIN 36-2152202 | Legal | $40,256 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $35,878 |
CLARK NUBER8+ years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $31,900 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | -20.75% | -12.27%-8.5pp | -8.80%-11.9pp | 2.78%-23.5pp |
| Employer contribution / active EE | $22,940 | $13,732+67.1% | $43,463-47.2% | $15,276+50.2% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |